2025 年 5 月 6 日 动力煤：观望情绪浓厚，震荡偏弱 【基本面】 1、南方港口外贸动力煤报价：广州港 5500 大卡澳煤库提含税 742 元/吨，广州港 5000 大卡澳煤库提含税 价 657 元/吨，广州港 3800 大卡印尼煤库提含税价 489 元/吨，广州港 4200 大卡印尼煤库提含税价 536 元/ 吨，广州港 4800 大卡印尼煤库提含税价 639 元/吨，防城港 3800 大卡印尼煤库提含税价 494 元/吨，防城 港 4700 大卡印尼煤库提含税价 622 元/吨。 2、国内动力煤产地报价：山西大同南郊 5500 大卡动力煤坑口含税价 555 元/吨，鄂尔多斯达拉特旗 4000 大 卡动力煤坑口含税价 295 元/吨，鄂尔多斯达拉特旗 4500 大卡动力煤坑口含税价 310 元/吨，鄂尔多斯伊金 霍洛旗 5500 大卡动力煤坑口含税价 461 元/吨，鄂尔多斯准格尔旗 6000 大卡动力煤坑口含税价 556 元/吨。 3、持仓情况：4 月 30 日，从郑商所前 20 位会员持仓情况来看，动力煤 ZC2505 合约多头减仓 0 手，空头减 仓 0 手。 【趋势强度】 动力煤趋势强度：0 ...

金十图示：2025年05月05日（周一）美盘市场行情一览 3.812 -0.028 -0.73% | | 美国5年期国债收益率 | 3.918 | -0.014 | | --- | --- | --- | --- | | | | | -0.36% | | | 美国10年期国债收益率 | 4.331 | +0.011 | | | | | +0.25% | | | 美国30年期国债收益率 | 4.833 | +0.038 | | | | | +0.79% | | नि | 英国10年期国债收益率 | 4.546 | +0.047 | | | | | +1.04% | | | 德国10年期国债收益率 | 2.518 | -0.003 | | | | | -0.10% | | | 法国10年期国债收益率 | 3.233 | -0.004 | | | | | -0.12% | | | 意大利10年期国债收益率 | 3.609 | -0.026 | | | | | -0.72% | | | 日本10年期国债收益率 | 1.270 | -0.011 | | | | | -0.86% | | | 纽元/美元 NZDUSD | ...

Group 1 - OPEC+ has increased production, leading to a significant drop in oil prices, suggesting a downward trend in the future [1] - The US dollar has weakened across the board, while Asian currencies have strengthened, indicating a shift in market sentiment [1] Group 2 - The Hang Seng Index shows a bullish sentiment of 78% compared to 22% bearish, while the S&P 500 Index has 37% bullish and 63% bearish sentiment [3] - The Nasdaq Index has a strong bullish sentiment at 79%, while the Dow Jones Index shows 64% bullish and 36% bearish [3] - The Nikkei 225 Index is evenly split at 50% bullish and 50% bearish, while the German DAX40 Index has 22% bullish and 78% bearish sentiment [3] Group 3 - In the forex market, the Euro/USD pair has a bullish sentiment of 60% and bearish of 40%, while the Euro/GBP pair shows 67% bullish and 33% bearish [3] - The Euro/JPY pair has a significant bearish sentiment at 85%, while the Euro/AUD pair is more balanced with 54% bullish and 46% bearish [3] - The GBP/USD pair has 24% bullish and 76% bearish sentiment, while the GBP/JPY pair shows 43% bullish and 57% bearish [3] - The USD/JPY pair has a bullish sentiment of 56% and bearish of 44%, while the USD/CAD pair shows 32% bullish and 68% bearish [3] - The USD/CHF pair has a strong bullish sentiment at 96% and only 4% bearish [3] Group 4 - The AUD/USD pair has a bullish sentiment of 55% and bearish of 45%, while the AUD/JPY pair shows 42% bullish and 58% bearish [4] - The CAD/JPY pair has a bearish sentiment of 62%, while the NZD/USD pair is evenly split at 50% bullish and 50% bearish [4] - The NZD/JPY pair has a bullish sentiment of 63% and bearish of 37%, while the USD/offshore RMB pair shows a significant bearish sentiment at 87% [4]

Commodity Prices - Spot platinum (XPTUSD) is priced at 962.680, down by 2.270 or 0.24% [2] - Spot palladium (XPDUSD) is priced at 952.868, up by 1.118 or 0.12% [2] - Gold (COMEX GC) is priced at 3273.200, up by 25.800 or 0.79% [2] - Silver (COMEX SI) is priced at 32.225, up by 0.045 or 0.14% [2] Foreign Exchange Rates - Euro to USD (EURUSD) is at 1.133 [3] - GBP to USD (GBPUSD) is at 1.329, up by 0.17% [3] - USD to JPY (USDJPY) is at 144.276, down by 0.40% [3] - AUD to USD (AUDUSD) is at 0.647, up by 0.36% [3] - USD to CHF (USDCHF) is at 0.823, down by 0.42% [3] Cryptocurrency Prices - Bitcoin (BTC) is priced at 94024.300, down by 253.320 or 0.27% [4] - Litecoin (LTC) is priced at 85.000, down by 0.050 or 0.06% [4] - Ethereum (ETH) is priced at 1792.140, down by 16.720 or 0.92% [4] - Ripple (XRP) is priced at 2.144, down by 0.012 or 0.56% [4] Treasury Bond Yields - The yield on the 2-year US Treasury bond is at 3.824 [6] - The yield on the 5-year US Treasury bond is at 3.917, down by 0.015 or 0.38% [7] - The yield on the 10-year US Treasury bond is at 4.313, down by 0.007 or 0.16% [7] - The yield on the 30-year US Treasury bond is at 4.789, down by 0.006 or 0.13% [7] - The yield on the 10-year UK Treasury bond is at 4.500, up by 0.016 or 0.36% [7] - The yield on the 10-year German Treasury bond is at 2.520, up by 0.080 or 3.28% [7] - The yield on the 10-year French Treasury bond is at 3.240, up by 0.075 or 2.37% [7] - The yield on the 10-year Italian Treasury bond is at 3.628, up by 0.065 or 1.82% [7] - The yield on the 10-year Japanese Treasury bond is at 1.270, down by 0.011 or 0.86% [7]

| 现货铂金 XPTUSD | 965.590 | +0.110 | +0.01% | | --- | --- | --- | --- | | 现货钮金 XPDUSD | 945.772 | +4.772 | +0.51% | | 黄金(COMEX) GC | 3243.200 | -5.100 | -0.16% | | 白银(COMEX) SI | 32.720 | +0.070 | +0.21% | FOREIGN EXCHANGE 欧元/美元 1.128 -0.06% EURUSD 英镑/美元 +0.02% 1.328 GBPUSD 美元/日元 III +0.13% 145.592 USDJPY 澳元/美元 +0.30% 0.640 AUDUSD 美元/瑞郎 0.831 +0.22% USDCHF 金十图示：2025年05月02日（周五）亚盘市场行情 美国2年期国债收益率 3.719 +0.018 +0.49% | 美国5年期国债收益率 | 3.823 | +0.010 | | --- | --- | --- | | | | +0.26% | | 美国10年期国债收益率 | 4.232 | +0.001 ...

Core Viewpoint - The Chinese export container shipping market has experienced a slight decline, with transportation demand showing signs of weakness ahead of the holiday [1] Market Overview - The overall market index has decreased due to falling freight rates across most shipping routes [1] - European routes have seen stable demand before the holiday, but market freight rates have slightly decreased [1] - North American routes continue to experience low demand, leading to adjustments in capacity deployment, with spot booking prices showing a slight increase [1] - The Persian Gulf routes are facing weak demand, resulting in continued declines in spot booking prices [1] - The Australia-New Zealand routes lack momentum for further growth in demand, causing a continued drop in market freight rates [1] - South American routes are also struggling with weak demand, leading to lower spot booking prices [1]

金十图示：2025年04月30日（周三）欧盘市场行情一览 3.664 欧元/美元 1.136 -0.18% EURUSD 英镑/美元 1.336 -0.36% GBPUSD 美元/日元 IT +0.50% 143.069 USDJPY 澳元/美元 +0.17% 0.639 AUDUSD 美元/瑞郎 0.825 +0.16% USDCHF | | 纽元/美元 NZDUSD | 0.592 | -0.12% | | --- | --- | --- | --- | | 。 | 英镑/日元 GBPJPY | 191.102 | +0.14% | | | | 虚拟货币 | | | | | VIRTUAL CURRENCY | | | B | 比特币 11 BTC | 94946.520 +689.690 | +0.73% | | L | 菜特币 LTC | 84.970 -0.600 | -0.70% | | | 以太坊 ETH | 1807.530 +9.720 | +0.54% | | | 瑞波币 XRP | 2.231 -0.007 | -0.29% | TREASURY BONDS 美国2年期国债收益率 | 现 ...

Core Viewpoint - The shipping index (European line) futures experienced a rapid increase, reaching a peak of 1332.4 points, closing at 1324.3 points with a rise of 3.42% [1] Group 1: Institutional Perspectives - Guotai Junan Futures believes that the 2506 contract still has some downward space, indicating a weak short-term driving force and that the 2508 and later contracts reflect expectations of tariff policy changes [1] - Guotai Junan Futures also notes that the October period is traditionally a low season for the European line, suggesting that shipping companies may need to proactively suspend voyages to mitigate the decline in freight rates [1] - Guotai Junan Futures recommends a strategy of holding positions through the holiday while being cautious of the risk of reducing positions before the holiday [1] Group 2: Market Conditions - Guotai Junan Futures highlights that the current spot market prices have dropped significantly, with CMA and HPL's prices falling to $2100 and $2645 per FEU respectively, reflecting a pessimistic outlook from shipping companies [1] - Guotai Junan Futures indicates that the combination of a weak spot market and lackluster forward expectations will likely lead to a continued weak consolidation pattern in the short term [1] - The market is also observing a gradual slowdown in the downward slope of immediate freight rates due to cost support and seasonal demand expectations [1]

（原标题：和讯投顾孙鹏：节后市场大概率将展开一轮新的行情，批量底部个股或上涨） 4月30日，和讯投顾孙鹏对当日市场行情进行了深入分析。他指出，今日作为节前最后一个交易日，市 场延续了强势上涨的态势，截至目前，已有超过3800家个股实现上涨。这一上涨的主要动力来源于微盘 股和中证2000指数的持续走高。 孙鹏回顾道，昨日早盘他们已提及，市场在结束了连续四天的调整后，风险已得到大幅释放，为投资者 提供了跟进的良机。从今日的市场表现来看，这一判断得到了验证。作为节前最后一个交易日，市场行 情异常活跃，上证指数、创业板指以及微盘股均呈现出满盘飘红的喜人景象，有望以红盘收官。 在分析上证指数走势时，孙鹏认为，上午市场可能会有所震荡，但下午有望反身向上，突破双均线并收 出阳线。对于投资者而言，节前最后一天的持仓策略显得尤为重要。他指出，鉴于微盘股等能够带动市 场情绪的小指数正在走强，市场整体趋势理应向上。然而，考虑到节日期间外围市场可能出现的不确定 性因素，节后市场有可能出现低开情况。因此，他建议投资者保持5至6成的仓位，以应对潜在的市场波 动。 此外，孙鹏还提到，尽管指数近期有所上涨，但许多个股在前段时间并未出现实质性 ...